Oak Thistle LLC’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,519
| Closed | -$1.4M | – | 380 |
|
|
2023
Q4 | $1.4M | Sell |
10,519
-2,909
| -22% | -$386K | 0.4% | 64 |
|
|
2023
Q3 | $1.52M | Buy |
+13,428
| New | +$1.52M | 0.45% | 37 |
|
|
2022
Q2 | – | Sell |
-6,947
| Closed | -$705K | – | 264 |
|
|
2022
Q1 | $705K | Buy |
+6,947
| New | +$705K | 0.37% | 85 |
|